Senior Financial Analyst - Financial Reporting and Analysis

Sherpa LLC.

  • Charlotte, NC
  • 4 days ago

    Highlights

    Period-End Reporting Support: Partner with Accounting and Finance teams during month-end and quarter-end close cycles to validate reported results, investigate discrepancies, and ensure reporting deliverables are completed accurately and on time. The Senior Financial Analyst will work closely with the FP&A, Accounting, and global Finance teams to analyze financial results, investigate variances, maintain reporting accuracy, and improve the efficiency and consistency of financial reporting processes.

    Numbers & Facts

    LocationCharlotte, NC

    Description

    Compensation: To $110K, plus bonus.

    Job Overview - Senior Financial Analyst - Reporting and Analysis - 34532

    Our client, a leading global manufacturer is seeking a highly analytical and detail-oriented Senior Financial Analyst - Financial Reporting & Analysis to support financial reporting and performance analysis within a complex, global organization.

    This role will be responsible for preparing, analyzing, and validating financial reporting deliverables that provide visibility into business performance and support management decision-making. The Senior Financial Analyst will work closely with the FP&A, Accounting, and global Finance teams to analyze financial results, investigate variances, maintain reporting accuracy, and improve the efficiency and consistency of financial reporting processes.

    The ideal candidate combines strong financial analytical capabilities with a solid understanding of financial statements, corporate reporting processes, and data integrity. This individual will play an important role in delivering reliable financial information, identifying trends and performance drivers, and translating complex financial data into clear, actionable insights.

    Key Responsibilities

    • Financial Reporting & Analysis: Prepare and analyze monthly, quarterly, and annual financial reports, ensuring accuracy, consistency, and compliance with established corporate reporting requirements and deadlines.

    • Financial Statement Analysis: Analyze income statements, balance sheets, and other financial information to identify trends, evaluate performance, explain fluctuations, and highlight key financial drivers.

    • Management Reporting: Prepare and maintain financial reporting packages, dashboards, schedules, and presentations used by Finance leadership and business stakeholders to monitor financial performance.

    • Variance Analysis: Analyze actual financial results against budget, forecast, and prior-period performance. Investigate variances, identify underlying causes, and communicate findings to the Manager of Financial Reporting & Analysis.

    • Period-End Reporting Support: Partner with Accounting and Finance teams during month-end and quarter-end close cycles to validate reported results, investigate discrepancies, and ensure reporting deliverables are completed accurately and on time.

    • Global Reporting Coordination: Collaborate with regional and global Finance teams to collect, validate, and consolidate financial information while supporting consistency in reporting methodologies and corporate standards.

    • Data Integrity & Reconciliation: Review financial data across reporting systems, perform reconciliations and validation checks, investigate inconsistencies, and help maintain the accuracy and reliability of financial reporting.

    • Financial Systems & Reporting Tools: Utilize ERP systems, financial reporting platforms, and business intelligence tools to extract, organize, analyze, and present financial data efficiently.

    • Process Improvement & Automation: Identify opportunities to improve recurring reporting activities, reduce manual processes, standardize reporting procedures, and enhance the accuracy and efficiency of financial deliverables.

    • Cross-Functional Collaboration: Work with FP&A, Accounting, and operational Finance teams to understand financial results, resolve reporting issues, and provide relevant information to support business performance analysis.

    • Internal Controls & Compliance: Follow established internal controls, corporate accounting policies, and applicable US GAAP requirements to support accurate and consistent financial reporting.

    • Ad Hoc Financial Analysis: Conduct special analyses and reporting projects as requested by the Manager of Financial Reporting & Analysis to support management reporting, business initiatives, and continuous improvement efforts.

    Qualifications

    • Bachelor's degree in Finance, Accounting, or a related field.

    • 4+ years of progressive experience in financial analysis, financial reporting, corporate accounting, or public accounting.

    • Strong understanding of financial statements, corporate reporting processes, and applicable US GAAP requirements.

    • Experience preparing and analyzing monthly, quarterly, and annual financial reporting deliverables.

    • Demonstrated ability to perform financial variance analysis and explain actual results relative to budget, forecast, and prior periods.

    • Advanced Microsoft Excel skills and experience working with large financial datasets.

    • Experience using ERP systems and financial reporting or business intelligence tools.

    • Strong analytical, problem-solving, and organizational skills, with a high degree of attention to detail.

    • Ability to investigate discrepancies, identify root causes, and communicate financial findings clearly.

    • Excellent written and verbal communication skills, with the ability to collaborate effectively across Finance, Accounting, and operational teams.

    • Ability to manage multiple priorities and meet reporting deadlines in a fast-paced, deadline-driven environment.

    • Experience supporting global, multi-entity, or multi-business-unit financial reporting preferred.

    • Manufacturing or industrial industry experience preferred.

    • Experience with SAP, Oracle, Power BI, or similar financial systems and reporting platforms preferred.

    • Familiarity with financial consolidation, reporting automation, data visualization, and process improvement initiatives is a plus.

    • Experience working within a large, matrixed organization with standardized reporting processes and established internal controls preferred.

    Additional Job Details

    Workplace Policy: #li-Hybrid

    Seniority Level: Associate

    Linked In Poster: #li-TC1

    About our Process

    • We will notify you if you are selected as a candidate for this role. If not, but you fit our specializations, we'll consider you for future openings, and encourage you to apply for other Sherpa roles you're qualified for/interested in.
    • Non-Local Candidates: Please note that you are competing with local candidates who don't require relocation expenses and can start quickly, so let us know if you have plans to move to the area soon.
    • Candidates for all Sherpa opportunities must be authorized to work in the United States.
    • Sherpa is an Equal Opportunity Employer.

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